DFAC vs CSD

ADFAC

BCSD

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common1.0%DFAC and CSD

DFAC

CSD

Dimensional - US Core Equity 2 ETF · $89.2BInvesco S&P Spin-Off ETF · $212M

+21.2%3 years · per year$17,812 · $23,283+32.5%

+10.6%5 years · per year$16,526 · $19,358+14.1%

0.21%Expense ratio$21 · $66 on $10k · lower wins0.66%

0.90%12-mo yield$90 · $13 on $10k0.13%

−8.5%Worst dropSmaller wins−17.6%

12.9%VolatilityLower wins25.5%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CSD

0.2%SNDK4.6%

0.1%GEV6.2%

0.1%VLTO5.5%

0.1%VYLR7.3%

Held in common1.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs CSD

DFAC

Dimensional - US Core Equity 2

$16,526

CSD

Invesco S&P Spin-Off

$19,358

MeasureDFACCSD

Fee0.21%0.66%

Cost on $10k a year$21$66

Yield0.90%0.13%

5 years, per year+10.6%+14.1%

3 years, per year+21.2%+32.5%

Worst drop · 1Y−8.5%−17.6%

Volatility · 1Y12.9%25.5%

4–2measures won
DFAC first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, CSD, VUG

Today

36.2%most shared, DFAC and VUG

DFACCSDVUG

DFAC—1.0%36.2%

CSD1.0%—1.4%

VUG36.2%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee